Leverty Financial Group’s JPMorgan Municipal ETF JMUB Stock Holding History

Leverty Financial Group’s Portfolio JMUB Stock Details JMUB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$11.4M	Sell	224,288 -19,817	-8%	-$998K	2.21%	9
2026 Q1	$12.2M	Buy	244,105 +16,144	+7%	+$819K	2.7%	9
2025 Q4	$11.5M	Sell	227,961 -12,434	-5%	-$629K	2.75%	8
2025 Q3	$12.1M	Buy	240,395 +150,565	+168%	+$7.48M	3.15%	7
2025 Q2	$4.46M	Buy	89,830 +84,747	+1,667%	+$4.19M	1.33%	11
2025 Q1	$254K	Buy	+5,083	New	+$255K	0.1%	33

Other funds holding JMUB

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Asio Capital Lexington, Kentucky $781M AUM 26.78% 1-Year Est. Return

CFO

Collective Family Office York, Pennsylvania $489M AUM 21.64% 1-Year Est. Return

SPWG

Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return

AWA

Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return

NWM

Nolet Wealth Management Fort Worth, Texas $181M AUM

CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return

CTA

Chesley Taft & Associates Chicago, Illinois $2.57B AUM 22.93% 1-Year Est. Return

MFG

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

MHR

Matthew Hamilton Rosenberg $537M AUM 18.21% 1-Year Est. Return

Leverty Financial Group's JMUB Position: Q2 2026 in Review

Leverty Financial Group reduced its JPMorgan Municipal ETF (JMUB) stake by 8.1% in Q2 2026, selling an estimated $998K and leaving 224,288 shares worth $11.4M. The position accounts for 2.21% of the portfolio, ranked #9.

Leverty Financial Group first reported a position in JMUB in Q1 2025 and has held it in 6 quarters since. The position peaked at $12.2M in Q1 2026. 84 funds tracked by Wall St. Rank hold JMUB as of Q2 2026.

Leverty Financial Group held 224,288 shares of JPMorgan Municipal ETF worth $11.4M as of Q2 2026.
Leverty Financial Group sold 19,817 JPMorgan Municipal ETF shares in Q2 2026, an estimated $998K.
JPMorgan Municipal ETF made up 2.21% of Leverty Financial Group's portfolio in Q2 2026, its #9 holding.
Leverty Financial Group first reported a position in JPMorgan Municipal ETF in Q1 2025 and has held it in 6 quarters since.
Leverty Financial Group's JPMorgan Municipal ETF position peaked at $12.2M in Q1 2026.
84 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q2 2026.

Based on Leverty Financial Group's 13F filing for Q2 2026, filed 10 Jul 2026.